Jeremy
Lieberman

Advisors Capital Management, LLC

CRD#5274922
Investment Advisor
in Ridgewood, NJ

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About this Advisor

Jeremy Lieberman is a financial advisor based in Ridgewood, New Jersey, working with Advisors Capital Management, LLC. Jeremy has previously held positions at Advisors Capital Management, LLC, Extended Travel, and Amazon Inc. Jeremy is registered to provide services in New Jersey. Currently, Jeremy is part of Advisors Capital Management, LLC, which operates out of Ridgewood, New Jersey. The firm has 22 offices and 88 employees. The firm manages assets totaling $7.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Advisors Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Wilsey Square Suite 200
Ridgewood, NJ 07450

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Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,440,044,457

NJ Average: $10,121,009,343
Total Number of Employees

88

NJ Average: 92
Total Number of Accounts

12,646

NJ Average: 6,978
Average Account Size

$588,332

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jeremy Lieberman Work History

2015 - Present (9 years)

Advisors Capital Management, LLC

2015 - 2015 (< 1 year)

Extended Travel

2012 - 2015 (3 years)

Amazon Inc

Disclosures

Please visit the SEC profile of Jeremy Lieberman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Capital Management, LLC

Stephen Cash
Ridgewood, NJ
Brayden Little
Ridgewood, NJ
Felipe Mejia
Ridgewood, NJ
David Fuchs
Ridgewood, NJ
Michael Knight
Ridgewood, NJ
Aaron Robinson
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
Matthew Terzian
Ridgewood, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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